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Clearbridge Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Clearbridge Investments, LLC
报告期 2026-03-31 · CIK 0001348883
持仓数
690
前50大市值合计
$63.40B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 9
增持 42
减持 92
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$1.15B
10,357,897
-13%
减持
META
Meta Platforms Inc
-$619.1M
5,027,934
-6%
减持
GOOGL
Alphabet Inc
+$592.6M
10,169,215
-5%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SRE
Sempra
-$451.0M
6,026,893
-45%
减持
PYPL
PayPal Holdings Inc
-$438.7M
3,015,720
-67%
清仓
—
Unilever PLC
-$399.4M
0
-100%
增持
NFLX
Netflix Inc
-$387.5M
16,671,024
+925%
减持
SBUX
Starbucks Corp
-$382.5M
1,959,854
-70%
建仓
UL
Unilever PLC
+$361.3M
5,523,856
减持
MRK
Merck & Co Inc
-$354.0M
600,371
-88%
减持
ENB
Enbridge Inc
-$352.4M
15,450,315
-29%
减持
NVDA
NVIDIA Corp
-$343.7M
33,464,435
-5%
增持
CMG
Chipotle Mexican Grill Inc
+$340.5M
14,062,158
+206%
增持
ORCL
Oracle Corp
-$335.8M
4,900,873
+7%
增持
VRTX
Vertex Pharmaceuticals Inc
+$260.5M
2,860,176
+8%
减持
V
Visa Inc
-$247.4M
6,633,285
-12%
减持
—
Trane Technologies PLC
-$242.9M
51,856
-92%
增持
APD
Air Products and Chemicals Inc
+$233.8M
2,694,659
+70%
减持
—
Eaton Corp PLC
-$228.0M
3,242,283
-4%
增持
ADP
Automatic Data Processing Inc
+$221.8M
1,687,793
+133%
减持
SE
Sea Ltd
-$209.6M
2,035,302
-22%
增持
POR
Portland General Electric Co
+$208.7M
4,643,134
+1343%
建仓
ANET
Arista Networks Inc
+$198.3M
1,513,280
增持
BEPC
Brookfield Renewable Corp
+$197.2M
9,211,875
+103%
减持
TSLA
Tesla Inc
-$192.8M
2,260,324
-17%
减持
EQIX
Equinix Inc
-$182.9M
505,719
-31%
增持
PCG
PG&E Corp
+$180.9M
17,550,374
+162%
减持
ISRG
Intuitive Surgical Inc
+$178.2M
1,683,260
-3%
减持
WEC
WEC Energy Group Inc
-$177.0M
3,236,154
-28%
增持
JNJ
Johnson & Johnson
+$171.4M
5,609,012
+5%
增持
WMB
Williams Cos Inc/The
+$168.3M
21,325,482
+21%
减持
AMZN
Amazon.com Inc
-$168.1M
16,707,241
-9%
清仓
CCI
Crown Castle Inc
-$166.7M
0
-100%
减持
PANW
Palo Alto Networks Inc
-$161.2M
5,601,625
-4%
减持
NOC
Northrop Grumman Corp
-$154.2M
592,285
-27%
减持
NEE
NextEra Energy Inc
-$152.6M
4,407,007
-34%
减持
DOCS
Doximity Inc
-$150.8M
5,066,841
-1%
增持
TSM
Taiwan Semiconductor Manufacturing Co Ltd
+$147.9M
4,414,472
+3%
减持
AVB
AvalonBay Communities Inc
-$146.9M
1,605,273
-29%
减持
FCX
Freeport-McMoRan Inc
+$146.2M
14,932,930
-4%
减持
UBER
Uber Technologies Inc
-$146.0M
6,439,772
-6%
减持
EMA
Emera Inc
-$142.8M
3,788,810
-45%
减持
AMT
American Tower Corp
-$139.2M
3,234,980
-12%
增持
AEM
Agnico Eagle Mines Ltd
+$138.7M
2,149,463
+61%
减持
PINS
Pinterest Inc
-$137.9M
5,338,466
-38%
减持
SHW
Sherwin-Williams Co/The
-$135.9M
2,396,919
-9%
减持
MRVL
Marvell Technology Inc
-$132.9M
3,103,454
-34%
减持
ELF
elf Beauty Inc
-$131.7M
1,624,413
-16%
减持
DIS
WALT DISNEY COMPANY
-$126.8M
4,997,205
-18%
减持
ARGX
Argenx SE
-$126.2M
513,764
-32%
减持
TMO
Thermo Fisher Scientific Inc
+$125.1M
1,862,726
-5%
减持
PEG
Public Service Enterprise Group Inc
-$125.0M
2,346,100
-38%
增持
FITB
Fifth Third Bancorp
+$124.6M
3,012,022
+719%
减持
APP
AppLovin Corp
-$119.7M
741,609
-14%
减持
—
ASML Holding NV
+$115.3M
1,157,608
-0%
减持
LLY
Eli Lilly & Co
+$113.6M
377,726
-1%
增持
ABNB
Airbnb Inc
+$113.1M
6,073,947
+4%
增持
CNI
Canadian National Railway Co
+$112.5M
4,481,206
+28%
增持
ICE
Intercontinental Exchange Inc
+$110.6M
2,269,826
+49%
减持
AIG
American International Group Inc
-$110.3M
15,307
-99%
减持
—
TE CONNECTIVITY PLC
-$109.7M
4,566,738
-13%
减持
HD
Home Depot Inc/The
-$106.8M
1,340,404
-4%
减持
VST
Vistra Corp
-$105.1M
1,682,219
-12%
减持
SNPS
Synopsys Inc
-$104.8M
1,203,804
-11%
减持
TMUS
T-Mobile US Inc
-$101.7M
2,765,014
-0%
减持
MELI
MercadoLibre Inc
-$100.9M
121,831
-18%
减持
HON
Honeywell International Inc
-$99.5M
1,019,189
-28%
增持
CRM
Salesforce Inc
+$99.0M
2,045,223
+9%
减持
DKNG
DraftKings Inc
-$98.7M
62,564
-98%
增持
APH
Amphenol Corp
+$96.8M
845,100
+501%
增持
—
Linde PLC
-$89.9M
2,476,011
+3%
减持
ZLAB
Zai Lab Ltd
-$87.4M
1,808,035
-49%
减持
PFGC
Performance Food Group Co
-$87.3M
3,886,587
-7%
减持
—
ICON PLC
-$86.1M
616,991
-46%
增持
FERG
Ferguson Enterprises Inc
+$84.7M
554,575
+222%
增持
FICO
Fair Isaac Corp
+$83.8M
101,473
+73%
减持
INTU
Intuit Inc
-$82.8M
1,196,536
-7%
减持
LEN
Lennar Corp
-$81.6M
362,982
-62%
增持
—
Alcon AG
+$81.5M
2,140,116
+83%
减持
HOOD
Robinhood Markets Inc
-$80.7M
1,859,124
-9%
减持
CORT
Corcept Therapeutics Inc
-$78.9M
507,354
-56%
清仓
FISV
Fiserv Inc
-$78.1M
0
-100%
清仓
LNWO
Light & Wonder Inc
-$78.0M
0
-100%
减持
ADSK
Autodesk Inc
-$76.8M
1,844,472
-6%
清仓
MTB
M&T Bank Corp
-$76.5M
0
-100%
清仓
CHTR
Charter Communications Inc
-$75.2M
0
-100%
减持
HUBS
HubSpot Inc
-$74.9M
573,651
-12%
减持
CP
Canadian Pacific Kansas City Ltd
-$74.9M
2,595,766
-27%
增持
HLT
Hilton Worldwide Holdings Inc
+$73.2M
1,087,304
+18%
增持
GPN
Global Payments Inc
+$71.5M
941,299
+5710%
减持
BE
Bloom Energy Corp
-$71.3M
1,755,876
-34%
减持
LNG
Cheniere Energy Inc
-$71.1M
113,680
-71%
减持
TRV
Travelers Cos Inc/The
-$70.8M
2,870,373
-11%
减持
SYK
Stryker Corp
-$70.1M
1,701,362
-6%
增持
BSX
Boston Scientific Corp
+$69.6M
733,237
+25529%
减持
LHX
L3Harris Technologies Inc
-$69.2M
3,098,057
-3%
建仓
BGSI
BOYD GROUP INC
+$68.8M
314,739
建仓
WPM
Wheaton Precious Metals Corp
+$67.6M
575,559
减持
EIX
Edison International
-$67.1M
2,060,228
-40%
减持
AAPL
Apple Inc
-$66.4M
14,085,524
-8%
减持
TGTX
TG Therapeutics Inc
-$65.0M
3,448,033
-26%
减持
EQT
EQT Corp
-$64.5M
7,878,544
-12%
减持
AVGO
Broadcom Inc
-$63.8M
9,841,452
-6%
减持
UNH
UnitedHealth Group Inc
-$62.6M
1,304,769
-9%
建仓
RYAAY
Ryanair Holdings PLC
+$61.2M
847,079
减持
TREX
Trex Co Inc
-$60.0M
2,172,743
-18%
减持
MU
Micron Technology Inc
+$59.9M
682,470
-15%
减持
PODD
Insulet Corp
-$58.6M
1,387,527
-5%
减持
CRWD
Crowdstrike Holdings Inc
-$58.3M
1,008,536
-7%
减持
TSCO
Tractor Supply Co
-$57.8M
3,042,598
-18%
减持
—
Ferrari NV
-$57.7M
387,182
-6%
增持
—
ON HLDG AG
+$57.4M
2,179,978
+110%
减持
CASY
Casey's General Stores Inc
-$55.9M
629,089
-12%
增持
HSBC
HSBC Holdings PLC
+$55.7M
1,443,716
+77%
减持
VMC
Vulcan Materials Co
-$55.7M
2,300,183
-1%
增持
WBS
Webster Financial Corp
+$55.5M
886,344
+17591%
建仓
NU
NU Holdings Ltd/Cayman Islands., A
+$54.9M
3,281,682
减持
BJ
BJ's Wholesale Club Holdings Inc
-$53.9M
1,647,471
-24%
增持
XPO
XPO Inc
+$53.6M
2,970,231
+10%
减持
NTRA
Natera Inc
+$52.0M
790,101
-1%
增持
CWEN
Clearway Energy Inc
+$51.1M
4,656,937
+27%
减持
ABBV
AbbVie Inc
-$50.0M
890,125
-19%
增持
SPY
SPDR S&P 500 ETF Trust
+$49.2M
76,543
+1627%
减持
NVO
Novo Nordisk A/S
-$49.0M
8,618
-99%
减持
BABA
Alibaba Group Holding Ltd
-$48.2M
1,167,370
-5%
增持
—
Wix.com Ltd
-$47.1M
1,079,489
+20%
增持
VRNS
Varonis Systems Inc
-$47.0M
2,544,180
+12%
减持
GOOG
Alphabet Inc
+$46.7M
758,370
-3%
增持
ARES
Ares Management Corp
+$46.5M
1,758,316
+18%
减持
ALNY
Alnylam Pharmaceuticals Inc
-$46.4M
597,013
-4%
增持
CHDN
Churchill Downs Inc
+$45.4M
610,465
+146%
建仓
CELH
Celsius Holdings Inc
+$45.1M
986,813
减持
WMT
Walmart Inc
-$45.0M
3,445,521
-17%
清仓
ARE
Alexandria Real Estate Equities Inc
-$44.9M
0
-100%
增持
PSA
PUBLIC STORAGE
+$43.6M
1,442,975
+26%
增持
CWST
Casella Waste Systems Inc
+$43.2M
750,859
+135%
建仓
PTGX
Protagonist Therapeutics Inc
+$42.8M
489,842
建仓
SGI
Somnigroup International Inc
+$42.6M
477,272
增持
PH
Parker-Hannifin Corp
+$42.2M
304,051
+2%
减持
MET
MetLife Inc
-$42.2M
5,813,831
-4%
减持
COHR
Coherent Corp
+$42.1M
588,295
-5%
减持
BLDR
Builders FirstSource Inc
-$41.6M
643,937
-28%
增持
BN
Brookfield Corp
+$41.3M
2,851,937
+46%
增持
KDP
Keurig Dr Pepper Inc
+$41.3M
3,025,695
+78%
增持
RY
Royal Bank of Canada
+$41.2M
1,415,117
+4%
减持
SPGI
S&P Global Inc
-$40.9M
933,029
-14%
减持
MSCI
MSCI Inc
-$39.6M
331,016
-18%
减持
—
CyberArk Software Ltd
-$38.6M
68,961
-52%
减持
VZ
Verizon Communications Inc
-$38.2M
55,116
-94%
减持
EMR
Emerson Electric Co
-$38.1M
1,584,316
-16%
